Principal Financial Group Inc
PFG- 交易所
- Nasdaq
- 產業
- Accident & Health Insurance
- SEC CIK
- 0001126328
近 90 天，Principal Financial Group Inc 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 961 家機構在 13F 申報持有，市值合計 $183.8 億；沒有大師持有。
2021 年第 3 季 13F 持有人
Principal Financial Group Inc 在 2021/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 624
- 較 2021 年第 2 季 +16 家
- 持有股數
- 1.94 億
- 較 2021 年第 2 季 +37.1 萬 (+0.2%)
- 總市值
- $124.8 億
- 較 2021 年第 2 季 +$2.72 億 (+2.2%)
- 新進機構
- 51
- 另有 207 家加碼
- 清倉機構
- 35
- 另有 219 家減碼
另有 7 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 PFG 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 961 | $183.8 億 |
| 2026 年第 1 季 | 914 | $151.8 億 |
| 2025 年第 4 季 | 892 | $141.8 億 |
| 2025 年第 3 季 | 829 | $132.7 億 |
| 2025 年第 2 季 | 814 | $131.7 億 |
| 2025 年第 1 季 | 841 | $141.5 億 |
| 2024 年第 4 季 | 785 | $126.6 億 |
| 2024 年第 3 季 | 786 | $140.9 億 |
| 2024 年第 2 季 | 796 | $129.9 億 |
| 2024 年第 1 季 | 765 | $144.0 億 |
| 2023 年第 4 季 | 757 | $132.2 億 |
| 2023 年第 3 季 | 723 | $123.8 億 |
| 2023 年第 2 季 | 731 | $132.1 億 |
| 2023 年第 1 季 | 745 | $134.4 億 |
| 2022 年第 4 季 | 784 | $155.0 億 |
| 2022 年第 3 季 | 707 | $133.4 億 |
| 2022 年第 2 季 | 691 | $125.9 億 |
| 2022 年第 1 季 | 687 | $137.6 億 |
| 2021 年第 4 季 | 664 | $142.1 億 |
| 2021 年第 3 季 | 624 | $124.8 億 |
| 2021 年第 2 季 | 615 | $122.2 億 |
| 2021 年第 1 季 | 646 | $114.4 億 |
2021 年第 3 季持有機構
每家機構持有 Principal Financial Group Inc 的股數、市值與佔組合比重；股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 11,160 | $71.9 萬 | 0.03% | +2,314+26.2% | 加碼 |
| McDonald Partners LLC | 11,126 | $71.7 萬 | 0.17% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 10,989 | $70.8 萬 | 0.00% | −102−0.9% | 減碼 |
| Legg Mason Asset Management (Japan) Co., Ltd. | 11,001 | $70.8 萬 | 0.82% | +600+5.8% | 加碼 |
| Mariner, LLC | 10,977 | $70.7 萬 | 0.00% | +711+6.9% | 加碼 |
| Cetera Advisor Networks LLC | 10,766 | $69.3 萬 | 0.01% | −107−1.0% | 減碼 |
| Acropolis Investment Management, LLC | 10,714 | $68.8 萬 | 0.08% | +846+8.6% | 加碼 |
| Holderness Investments Co | 10,496 | $67.6 萬 | 0.22% | +135+1.3% | 加碼 |
| Ausdal Financial Partners, Inc. | 10,423 | $67.1 萬 | 0.10% | −317−3.0% | 減碼 |
| Greenwood Capital Associates LLC | 10,302 | $66.3 萬 | 0.10% | +1,115+12.1% | 加碼 |
| United Services Automobile Association | 10,204 | $65.7 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 10,132 | $65.3 萬 | 0.01% | +311+3.2% | 加碼 |
| Barings LLC | 10,086 | $65.0 萬 | 0.01% | +3,752+59.2% | 加碼 |
| Colony Group LLC | 9,946 | $64.1 萬 | 0.01% | −973−8.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,777 | $63.0 萬 | 0.00% | −172−1.7% | 減碼 |
| Neuberger Berman Group LLC | 12,256 | $62.7 萬 | 0.00% | −3,061−20.0% | 減碼 |
| Martin Capital Partners, LLC | 9,453 | $60.9 萬 | 0.31% | +104+1.1% | 加碼 |
| First Hawaiian Bank | 9,443 | $60.8 萬 | 0.02% | 00.0% | 不變 |
| Chicago Trust Co NA | 9,250 | $59.6 萬 | 0.13% | +250+2.8% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 9,046 | $58.3 萬 | 0.03% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 8,880 | $57.2 萬 | 0.02% | 00.0% | 不變 |
| Independent Advisor Alliance | 8,702 | $56.0 萬 | 0.03% | +459+5.6% | 加碼 |
| Foster & Motley Inc | 8,491 | $54.7 萬 | 0.05% | +4,830+131.9% | 加碼 |
| Carret Asset Management, LLC | 8,449 | $54.4 萬 | 0.06% | −50−0.6% | 減碼 |
| Norinchukin Bank, The | 8,430 | $54.3 萬 | 0.01% | +721+9.4% | 加碼 |
| Assenagon Asset Management S.A. | 8,338 | $53.7 萬 | 0.00% | −54,477−86.7% | 減碼 |
| Allstate Corp | 8,335 | $53.7 萬 | 0.02% | −1,215−12.7% | 減碼 |
| Venture Visionary Partners LLC | 8,337 | $53.6 萬 | 0.04% | +1,202+16.8% | 加碼 |
| Savant Capital, LLC | 8,271 | $53.3 萬 | 0.02% | +287+3.6% | 加碼 |
| World Asset Management Inc | 8,247 | $53.1 萬 | 0.05% | −572−6.5% | 減碼 |
| JustInvest LLC | 8,205 | $52.8 萬 | 0.05% | −2,882−26.0% | 減碼 |
| Kinneret Advisory, LLC | 8,190 | $52.7 萬 | 0.06% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 8,132 | $52.4 萬 | 0.01% | −559−6.4% | 減碼 |
| Geneos Wealth Management Inc. | 7,870 | $51.6 萬 | 0.02% | +228+3.0% | 加碼 |
| Wetherby Asset Management Inc | 7,991 | $51.5 萬 | 0.03% | +200+2.6% | 加碼 |
| Denali Advisors LLC | 8,000 | $51.5 萬 | 0.22% | +2,600+48.1% | 加碼 |
| DCM Advisors, LLC | 7,867 | $50.7 萬 | 0.20% | +1,226+18.5% | 加碼 |
| Seeyond | 7,856 | $50.5 萬 | 0.05% | −466−5.6% | 減碼 |
| Wolff Financial Management LLC | 7,815 | $50.3 萬 | 0.44% | +7,815 | 新進 |
| Shelton Capital Management | 7,776 | $50.1 萬 | 0.02% | −4,000−34.0% | 減碼 |
| Cigna Investments Inc | 7,770 | $50.0 萬 | 0.04% | −206−2.6% | 減碼 |
| Polar Asset Management Partners Inc. | 7,763 | $50.0 萬 | 0.01% | +7,763 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 7,709 | $49.6 萬 | 0.04% | −1,598−17.2% | 減碼 |
| Umb Bank N A | 7,692 | $49.5 萬 | 0.01% | +300+4.1% | 加碼 |
| Harbour Investments, Inc. | 7,648 | $49.3 萬 | 0.02% | +492+6.9% | 加碼 |
| Teza Capital Management LLC | 7,663 | $49.3 萬 | 0.24% | +7,663 | 新進 |
| IBM Retirement Fund | 7,643 | $49.2 萬 | 0.04% | +57+0.8% | 加碼 |
| Simplex Trading, LLC | 7,673 | $48.7 萬 | 0.02% | +231+3.1% | 加碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 7,443 | $47.9 萬 | 0.01% | −844−10.2% | 減碼 |
| Erste Asset Management GmbH | 7,200 | $47.1 萬 | 0.01% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 7,250 | $46.7 萬 | 0.06% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 7,058 | $45.5 萬 | 0.08% | −1,400−16.6% | 減碼 |
| Sciencast Management LP | 6,717 | $44.5 萬 | 0.13% | +6,717 | 新進 |
| HighPoint Advisor Group LLC | 6,822 | $43.9 萬 | 0.04% | −727−9.6% | 減碼 |
| Balentine LLC | 6,820 | $43.9 萬 | 0.02% | +6,820 | 新進 |
| Nicolet Bankshares Inc | 6,768 | $43.6 萬 | 0.11% | 00.0% | 不變 |
| IFP Advisors, Inc | 6,701 | $43.2 萬 | 0.01% | −1,354−16.8% | 減碼 |
| Greenleaf Trust | 6,702 | $43.2 萬 | 0.01% | +388+6.1% | 加碼 |
| Mokosak Advisory Group, LLC | 6,599 | $42.7 萬 | 0.18% | +9+0.1% | 加碼 |
| Roosevelt Investment Group LLC | 6,594 | $42.5 萬 | 0.03% | 00.0% | 不變 |
| JT Stratford LLC | 6,606 | $42.5 萬 | 0.13% | 00.0% | 不變 |
| Wolverine Trading, LLC | 6,442 | $42.1 萬 | 0.01% | +6,442 | 新進 |
| Benin Management CORP | 6,500 | $41.9 萬 | 0.13% | 00.0% | 不變 |
| Symmetry Partners, LLC | 6,284 | $41.9 萬 | 0.03% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,424 | $41.4 萬 | 0.04% | −160−2.4% | 減碼 |
| Capital Investment Advisors, LLC | 6,356 | $40.9 萬 | 0.01% | −240−3.6% | 減碼 |
| RSM US Wealth Management LLC | 6,304 | $40.6 萬 | 0.02% | −1,860−22.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 6,238 | $40.2 萬 | 0.07% | +6,238 | 新進 |
| KMG Fiduciary Partners, LLC | 6,179 | $39.8 萬 | 0.07% | +1,378+28.7% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,118 | $39.4 萬 | 0.01% | +29+0.5% | 加碼 |
| Ontario Teachers Pension Plan Board | 5,755 | $37.1 萬 | 0.00% | +1,478+34.6% | 加碼 |
| Sunflower Bank, N.A. | 5,679 | $36.6 萬 | 0.05% | −620−9.8% | 減碼 |
| Fifth Third Bancorp | 5,531 | $35.6 萬 | 0.00% | +215+4.0% | 加碼 |
| Arete Wealth Advisors, LLC | 5,497 | $35.4 萬 | 0.04% | +177+3.3% | 加碼 |
| Synovus Financial Corp | 5,460 | $35.3 萬 | 0.00% | −2,186−28.6% | 減碼 |
| Waldron Private Wealth LLC | 5,495 | $35.3 萬 | 0.02% | +180+3.4% | 加碼 |
| Wedbush Securities Inc | 5,421 | $34.9 萬 | 0.02% | −62−1.1% | 減碼 |
| CWA Asset Management Group, LLC | 5,333 | $34.3 萬 | 0.03% | −53−1.0% | 減碼 |
| Johnson Investment Counsel Inc | 5,295 | $34.1 萬 | 0.00% | +1,890+55.5% | 加碼 |
| Corient Capital Partners, LLC | 5,263 | $33.9 萬 | 0.02% | −437−7.7% | 減碼 |
| Buckingham Strategic Wealth, LLC | 5,262 | $33.9 萬 | 0.01% | +1,377+35.4% | 加碼 |
| Redpoint Investment Management Pty Ltd | 5,112 | $32.9 萬 | 0.03% | 00.0% | 不變 |
| Elliott Investment Management L.P.大師艾略特投資管理 | 5,000 | $32.2 萬 | 0.00% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 4,913 | $31.7 萬 | 0.00% | +334+7.3% | 加碼 |
| Squarepoint Ops LLC | 4,869 | $31.4 萬 | 0.00% | +1,204+32.9% | 加碼 |
| Vontobel Holding Ltd. | 4,737 | $30.5 萬 | 0.00% | +924+24.2% | 加碼 |
| Cetera Advisors LLC | 4,701 | $30.3 萬 | 0.01% | +1,495+46.6% | 加碼 |
| IndexIQ Advisors LLC | 4,697 | $30.2 萬 | 0.01% | +203+4.5% | 加碼 |
| Legacy Bridge, LLC | 4,570 | $29.4 萬 | 0.17% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 4,561 | $29.4 萬 | 0.14% | +1,260+38.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 4,548 | $29.3 萬 | 0.01% | +600+15.2% | 加碼 |
| Hilltop Holdings Inc. | 4,444 | $28.6 萬 | 0.03% | +4,444 | 新進 |
| Qtron Investments LLC | 4,412 | $28.4 萬 | 0.08% | −7,383−62.6% | 減碼 |
| Blair William & Co | 4,364 | $28.1 萬 | 0.00% | +824+23.3% | 加碼 |
| Legacy Financial Advisors, Inc. | 4,305 | $27.7 萬 | 0.07% | +83+2.0% | 加碼 |
| Wesbanco Bank Inc | 4,283 | $27.6 萬 | 0.01% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 4,289 | $27.6 萬 | 0.03% | +4,289 | 新進 |
| Allworth Financial LP | 4,187 | $27.0 萬 | 0.00% | −420−9.1% | 減碼 |
| Echo Street Capital Management LLC | 4,195 | $27.0 萬 | 0.00% | +4,195 | 新進 |
| Johnson Midwest Financial, LLC | 4,156 | $26.8 萬 | 0.22% | +8+0.2% | 加碼 |